Plan Snapshot
- Plan Sponsor: Oshkosh Corporation
- Sponsor EIN: 390520270
- Sponsor Address: 1917 FOUR WHEEL DRIVE, OSHKOSH, WI, 54902
- Plan Type: DB
- Total Participants: 885
- Total Assets: $165.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 885 | $165.8M | $0 | $0 |
| 2023 | 980 | $155.4M | $0 | $0 |
| 2022 | 1,108 | $142.1M | $733 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| AON HEWITT ASSOCIATES | Recordkeeper | $286,653 | — | $286,653 |
| SYSTEMATIC FINANCIAL MANAGEMENT | Other Service Provider | $161,818 | — | $161,818 |
| EARNEST PARTNERS | Other Service Provider | $136,457 | — | $136,457 |
| DIAMOND HILL CAPITAL MANAGEMENT INC | Other Service Provider | $89,366 | — | $89,366 |
| ROBERT W. BAIRD | Other Service Provider | $81,115 | — | $81,115 |
| PRINCIPAL BANK | Other Service Provider | $65,411 | — | $65,411 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AON HEWITT ASSOCIATES — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $820,820
- Estimated Expense Ratio: 0.495% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $1,068,116 | $755,409 | $3,583 | — | — |
| 2023 | $1,603,027 | $705,073 | $3,929 | — | — |
| 2022 | $2,121,871 | $649,774 | — | — | — |